If you are configuring the Client Manager for the first time, please read the First-time Client Manager setup help topic to help you choose your type of installation and guide you through configuration.
The recommended way to configure the Client Manager is to run the setup wizard that appears the first time you search for something in TaxCycle. However, you can also access those settings in Options, as explained below.
|Enable Client Management||Check this box (default if you have a license for the Client Manager) to show the Client Manager search box on the Start screen, the Quick Searches sidebar and Client Manager menu items.|
|Require pressing the Enter key to start a search||Check this box if you want to press Enter before the search starts running in the Client Manager. Leave it clear and the Client Manager will begin searching as you type each letter.|
|Allow F3 to open the Client Manager when a file is open||Checked by default. Clear this check box if you don't want the F3 keyboard shortcut to work when you have a file open.|
|Automatically run a Full List search when no existing search has been run||Checked by default. The Client Manager will automatically show a full list of clients until you search or filter the results.|
|Notify [SERVER NAME] when a file is saved||Checked by default. The TaxCycle will automatically update the Client Manager whenever a file is saved, as long as the file is located within a folder monitored by the Client Manager.|
|Enable batch carry forward||Check this box (default) to enable batch carry forward of prior-year files using the Client Manager.|
|Enable batch transmissions||Check this box (default) to enable all batch transmissions through the Client Manager. This includes T1 EFILE, T2 Corporation Internet Filing and more.|
If you choose not to set up the Client Manager when you first run TaxCycle, you can re-open the Client Manager setup wizard:
To open the detailed Client Manager server configuration options:
You can adjust individual settings of the Client Manager database.
|Enter a name for the server. This is the name that will appear when a person attempts to connect to the Client Manager.|
If the Client Manager will only ever be accessed from this computer and you never one anyone to connect to it, check this box. This makes it invisible to other TaxCycle computers on the same network.
|Allow the server to reindex the database overnight||When this option is checked (default), the Client Manager automatically reindexes the database overnight. It then picks up any changes to monitored folders and any new files that were added to those folders outside of TaxCycle.|
|All the server to add itself to the Windows Firewall on startup||Check this box (default) to automatically add the server to the Windows Firewall when it starts. If this does not happen automatically, try clicking the Allow through Windows Firewall now button at the bottom of this page.|
|All the server to enable Windows File and Printer sharing on startup||Check this box to automatically enable Windows File an Printer sharing when the server starts. (Unchecked by default.) This can resolve connection issues on networks that use a Windows Workgroup rather than a domain.|
|Skip networking availability check on startup||The server automatically looks for a network connection when it starts unless this box is checked. (Unchecked by default.) It may help to check this option if you regularly see a message saying that the network is not available when you first start the Client Manager.|
|Use the 'Client Id' value entered on the Engagement form to uniquely identify...||
Check Client in a T1 return to group or separate T1 files in the Client Manager based on the Client Id on the Engagement worksheet instead of using the Social Insurance Number (SIN). This is unchecked by default because some offices use the same Client Id for both spouses, which would cause the database to group them incorrectly.
Check Organization in other types of returns to group or separate T2, T4, T5 files, etc. in the Client Manager first based on the Client Id on the Engagement worksheet and then using the account number (BN, etc.). This is checked by default because some organizations have different BN/account numbers for different types of returns.
|Keep detailed log files to help troubleshoot issues||Check this box only when requested to do so by TaxCycle support. These files are not sent to us without your permission. Click the View log files link to open the folder where log files reside. By default, they are stored in C:\ProgramData\Trilogy\Services\Log|
Resetting the database erases all its index and records without uninstalling the server. This occurs automatically when you re-index the database. Learn how to do this in the Indexing and monitored folders help topic.